RIA Intelligence

YOLLES-SAMRAH WEALTH MANAGEMENT, LLC

CRD #104666 SEC #801-31356 BLOOMFIELD HILLS, MI 248-502-1212
SEC Registered
Total AUM
$202M
Discretionary
$202M
Employees
5
Clients
0
Accounts
523

Firm Details

Organization Type
Limited Liability Company
State of Formation
Michigan
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 27, 2007
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ATKINSON, TIMOTHY, PATRICKICHIEF COMPLIANCE OFFICERNA
ATKINSON, TIMOTHY, PATRICKICHIEF COMPLIANCE OFFICERNA
ATKINSON, TIMOTHY, PATRICKICOMPLIANCE OFFICERNA
ATKINSON, TIMOTHY, PATRICKICOMPLIANCE OFFICERNA
ATKINSON, TIMOTHY, PATRICKICHIEF COMPLIANCE OFFICERNA
ATKINSON, TIMOTHY, PATRICKICHIEF COMPLIANCE OFFICERNA
SAMRAH, ROBERTICHIEF INVESTMENT OFFICERNA Control
SAMRAH, ROBERT, JOSEPHICHIEF INVESTMENT OFFICERNA Control
YOLLES, RONALD, MARKIPRESIDENTE Control
YOLLES, RONALD, MARKIPRESIDENTE Control
YOLLES, RONALD, MARKIPRINCIPALD Control
YOLLES, RONALD, MARKIPRINCIPALD Control
YOLLES, RONALD, MARKIPRESIDENTD Control
YOLLES, RONALD, MARKIPRESIDENTD Control
YOLLES, RONALD, MARKIPRINCIPALD Control
YOLLES, RONALD, MARKIPRINCIPALD Control
YOLLES, RONALD, MARKIPRESIDENTD Control
SAMRAH, ROBERTICHIEF INVESTMENT OFFICERC Control
SAMRAH, ROBERTICHIEF INVESTMENT OFFICERC Control
SAMRAH, ROBERTICHIEF INVESTMENT OFFICERC Control
SAMRAH, ROBERT, JOSEPHIPRINCIPALC Control
SAMRAH, ROBERT, JOSEPHIPRINCIPALC Control
SAMRAH, ROBERT, JOSEPHIPRINCIPALC Control
SAMRAH, ROBERT, JOSEPHIPRINCIPALC Control

Registrations

Federal

IA
Mar 27, 2007 REGISTERED

Notice Filings (3)

FL MI TX

Address

33 BLOOMFIELD HILLS PARKWAY
SUITE 200
BLOOMFIELD HILLS, MI 48304
USA
Phone: 248-502-1212